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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SINGER WEALTH ADVISORS LLC

CRD 317218

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6040f75c-e092-b253-cde8-5dccd83c72bf

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 34
Dated events: 10
On other graphs: 0
Observed: Oct 21, 2021 to Jul 15, 2026
45 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.01 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $911MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $911M
Private client RAUM: $882MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 23
RAUM per advisor: $39.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 43
Advisory employees: 18
Offices: 5Schedule D 1.F, beyond the principal office
Accounts: 2,247
Individual clients: 629
High net worth clients: 319
Custody, client assets: $9.2M
SEC number: 801-122736
CRD: 317218
Filings on the tape: 45
First filed: Oct 21, 2021
Latest filed: Jul 15, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEITH ERIC SINGER	Certified Financial Planner	BOCA RATON, FL	4	29	4	no
Steven Eric Trachtenberg	n/a	BOCA RATON, FL	4	10	1	no
ROY DANIEL ROSNER	n/a	BOCA RATON, FL	4	13	2	no
Charles Landry	n/a	BOCA RATON, FL \| West Palm Beach, FL	4	12	n/a	no
David L Sutherland	n/a	BOCA RATON, FL	3	21	1	no
Jacob Edward Butler	n/a	BOCA RATON, FL	3	13	1	no
DAVID ROCCI FRIEDLAND	n/a	Aventura, FL \| BOCA RATON, FL	2	30	n/a	no
Nathaniel Kalil	n/a	BOCA RATON, FL	2	11	n/a	no
Kurt Stein	n/a	Passaic, NJ \| BOCA RATON, FL	1	27	3	no
Brett Michael Maggard	n/a	Wesley Chapel, FL	1	11	3	no
Tyler Cole Venditti	n/a	BOCA RATON, FL	1	12	n/a	no
Johnathon S Ho-On	n/a	BOCA RATON, FL \| Wesley Chapel, FL	1	11	n/a	no
Veronica M Gillotte	n/a	BOCA RATON, FL \| Deerfield beach, FL	1	26	12	no
Evan G McLeod	Chartered Financial Analyst	BOCA RATON, FL	1	11	1	no
Bianca Viren Desai	n/a	BOCA RATON, FL	1	10	n/a	no
Michala Katica Almstead	n/a	BOCA RATON, FL \| Tampa, FL	1	10	n/a	no
Mohammad Abood	n/a	Wesley Chapel, FL \| BOCA RATON, FL	0	11	n/a	no
THOMAS JAMES MURRAY	n/a	BOCA RATON, FL	0	11	1	no
JANYL B SMITH	n/a	BOCA RATON, FL	0	12	2	no
Stavros Deriziotis	n/a	BOCA RATON, FL	0	13	n/a	no
Thomas Lee Maples	n/a	BOCA RATON, FL	0	11	3	no
BRANDON SCOTT JUDAS	n/a	Palm Bay, FL \| BOCA RATON, FL	0	11	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
SINGER, KEITH, ERIC	MANAGING MEMBER	E	yes	04/2021	Oct 21, 2021	Dec 6, 2024
COMSTOCK, CAITLIN, MARIE	CHIEF COMPLIANCE OFFICER	Na	no	10/2023	Oct 31, 2023	Dec 6, 2024
Trachtenberg, Steven, Eric	INVESTMENT ADVISOR REPRESENTATIVE, MEMBER	B	no	04/2021	Oct 21, 2021	Dec 6, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KEITH SINGER	n/a	n/a	n/a	Y	yes	n/a
KEITH SINGER	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Aventura	FL	United States	2	no
Tampa	FL	United States	1	no
WESLEY CHAPEL	FL	United States	1	no
Plantation	FL	United States	0	no
WEST PALM BEACH	FL	United States	0	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 11, 2026	$782M	$782M	40	15	5	n/a	n/a
2024	Mar 26, 2025	$571M	$571M	16	12	5	n/a	n/a
2023	Jan 24, 2024	$425M	$425M	12	9	5	n/a	n/a
2022	Feb 12, 2023	$299M	$299M	15	13	3	n/a	n/a
2021	Feb 11, 2022	$298M	$298M	9	6	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	1	2	4.3%	2	0	0	9	4

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$911M	$571M	59.4%	$299M	44.9%	43	16	5	5

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
SINGER WEALTH ADVISORS INC.	5	Mar 1, 2022	Dec 22, 2025	BOCA RATON, FL	Firm absorbed	RIA to RIA	83.3%

Relationships

Registered with (29)

← ERICKA VANESSA HERRERAAdvisorregistration: current employment
Aug 28, 2026 to presentfactForm ADV
← BRANDON SCOTT JUDASAdvisorregistration: previous registration
Dec 9, 2021 to Nov 1, 2024factForm ADV
← Thomas Lee MaplesAdvisorregistration: current employment
Aug 19, 2026 to presentfactForm ADV
← Stavros DeriziotisAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← JANYL B SMITHAdvisorregistration: current employment
Dec 22, 2025 to presentfactForm ADV
← THOMAS JAMES MURRAYAdvisorregistration: current employment
Oct 27, 2025 to presentfactForm ADV
← Mohammad AboodAdvisorregistration: current employment
Sep 30, 2025 to presentfactForm ADV
← Michala Katica AlmsteadAdvisorregistration: current employment
Aug 28, 2025 to presentfactForm ADV
← Bianca Viren DesaiAdvisorregistration: current employment
Aug 26, 2025 to presentfactForm ADV
← Evan G McLeodAdvisorregistration: current employment
Jul 25, 2025 to presentfactForm ADV
← Veronica M GillotteAdvisorregistration: current employment
Jun 30, 2025 to presentfactForm ADV
← Johnathon S Ho-OnAdvisorregistration: current employment
Mar 19, 2025 to presentfactForm ADV
← Tyler Cole VendittiAdvisorregistration: current employment
Mar 5, 2025 to presentfactForm ADV
← Brett Michael MaggardAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← Kurt SteinAdvisorregistration: current employment
Nov 7, 2024 to presentfactForm ADV
← Nathaniel KalilAdvisorregistration: current employment
Jul 26, 2024 to presentfactForm ADV
← DAVID ROCCI FRIEDLANDAdvisorregistration: current employment
Nov 26, 2023 to presentfactForm ADV
← Jacob Edward ButlerAdvisorregistration: current employment
Jul 11, 2023 to presentfactForm ADV
← David L SutherlandAdvisorregistration: current employment
Jun 21, 2023 to presentfactForm ADV
← Charles LandryAdvisorregistration: current employment
Aug 4, 2022 to presentfactForm ADV
← ROY DANIEL ROSNERAdvisorregistration: current employment
Dec 22, 2021 to presentfactForm ADV
← Steven Eric TrachtenbergAdvisorregistration: current employment
Dec 21, 2021 to presentfactForm ADV
← KEITH ERIC SINGERAdvisorregistration: current employment
Nov 30, 2021 to presentfactForm ADV
← Leah TrietiakAdvisorregistration: previous registration
Jul 20, 2024 to Nov 24, 2025factForm ADV
← Nicholas Daniel CastellanoAdvisorregistration: previous registration
Jan 31, 2025 to Mar 19, 2025factForm ADV
← Ariel Emanuel MoyanoAdvisorregistration: previous registration
Sep 21, 2022 to Jun 24, 2024factForm ADV
← Michael Robert GodeanuAdvisorregistration: previous registration
Jul 25, 2022 to Jun 2, 2023factForm ADV
← DYLAN CLYDE SMITHAdvisorregistration: previous registration
Sep 22, 2022 to Jan 26, 2023factForm ADV
← ANDREW J CONSTANTINIDESAdvisorregistration: previous registration
Dec 21, 2021 to Jun 1, 2022factForm ADV

Moved with (1)

← SINGER WEALTH ADVISORS INC.Registered adviser5 advisors, firm absorbed, same day
Mar 1, 2022 to Dec 22, 2025factForm ADV

Controls (1)

← SINGER, KEITH, ERICOwnerMANAGING MEMBER, ownership code E, individual
Oct 21, 2021 to Dec 6, 2024factForm ADV

Owns (2)

← COMSTOCK, CAITLIN, MARIEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 31, 2023 to Dec 6, 2024factForm ADV
← Trachtenberg, Steven, EricOwnerINVESTMENT ADVISOR REPRESENTATIVE, MEMBER, ownership code B, individual
Oct 21, 2021 to Dec 6, 2024factForm ADV

Dated events

Occurred
Nov 24, 2025
Advisor changed firm
Leah Trietiak left Singer Wealth Advisors Llc for J.P. Morgan Securities Llc (registered 2025-11-14)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2025
Advisor changed firm
Nicholas Daniel Castellano left Singer Wealth Advisors Llc for Ae Wealth Management, Llc (registered 2025-04-29)
Form ADVobserved 4 days ago
Occurred
Nov 1, 2024
Advisor changed firm
Brandon Scott Judas left Singer Wealth Advisors Llc for Neil Jesani Wealth Management (registered 2024-11-07)
Form ADVobserved 4 days ago
Occurred
Jun 24, 2024
Advisor changed firm
Ariel Emanuel Moyano left Singer Wealth Advisors Llc for Legacy Wealth Management, Llc (registered 2025-05-27)
Form ADVobserved 4 days ago
Occurred
Jun 2, 2023
Advisor changed firm
Michael Robert Godeanu left Singer Wealth Advisors Llc for Luxe Capital Management Inc. (registered 2025-06-30)
Form ADVobserved 4 days ago
Occurred
Jan 26, 2023
Advisor changed firm
Dylan Clyde Smith left Singer Wealth Advisors Llc for Kanen Wealth Management Llc (registered 2023-03-29)
Form ADVobserved 4 days ago
Occurred
Jun 1, 2022
Advisor changed firm
Andrew J Constantinides left Singer Wealth Advisors Llc for Neil Jesani Wealth Management (registered 2022-08-29)
Form ADVobserved 4 days ago
Occurred
Mar 1, 2022
Firm absorbed
Singer Wealth Advisors Inc.'s advisors moved to Singer Wealth Advisors LLC (Boca Raton, FL): 5 of 6 registered, on the same day
Form ADVobserved 3 days ago
5 advisors
Occurred
Oct 21, 2021
Succession filed (Item 4)
Singer Wealth Advisors Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 4 days ago
Occurred
Oct 21, 2021
First Form ADV filing
Singer Wealth Advisors Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6040f75c-e092-b253-cde8-5dccd83c72bf
First observed: Oct 21, 2021
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SINGER WEALTH ADVISORS LLC

CRD 317218

BOCA RATON, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6040f75c-e092-b253-cde8-5dccd83c72bf

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:02 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEITH ERIC SINGER

Certified Financial Planner

BOCA RATON, FL

Steven Eric Trachtenberg

n/a

BOCA RATON, FL

ROY DANIEL ROSNER

n/a

BOCA RATON, FL

Charles Landry

n/a

BOCA RATON, FL | West Palm Beach, FL

n/a

David L Sutherland

n/a

BOCA RATON, FL

Jacob Edward Butler

n/a

BOCA RATON, FL

DAVID ROCCI FRIEDLAND

n/a

Aventura, FL | BOCA RATON, FL

n/a

Nathaniel Kalil

n/a

BOCA RATON, FL

n/a

Kurt Stein

n/a

Passaic, NJ | BOCA RATON, FL

Brett Michael Maggard

n/a

Wesley Chapel, FL

Tyler Cole Venditti

n/a

BOCA RATON, FL

n/a

Johnathon S Ho-On

n/a

BOCA RATON, FL | Wesley Chapel, FL

n/a

Veronica M Gillotte

n/a

BOCA RATON, FL | Deerfield beach, FL

Evan G McLeod

Chartered Financial Analyst

BOCA RATON, FL

Bianca Viren Desai

n/a

BOCA RATON, FL

n/a

Michala Katica Almstead

n/a

BOCA RATON, FL | Tampa, FL

n/a

Mohammad Abood

n/a

Wesley Chapel, FL | BOCA RATON, FL

n/a

THOMAS JAMES MURRAY

n/a

BOCA RATON, FL

JANYL B SMITH

n/a

BOCA RATON, FL

Stavros Deriziotis

n/a

BOCA RATON, FL

n/a

Thomas Lee Maples

n/a

BOCA RATON, FL

BRANDON SCOTT JUDAS

n/a

Palm Bay, FL | BOCA RATON, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

SINGER, KEITH, ERIC

MANAGING MEMBER

yes

04/2021

Oct 21, 2021

Dec 6, 2024

COMSTOCK, CAITLIN, MARIE

CHIEF COMPLIANCE OFFICER

10/2023

Oct 31, 2023

Dec 6, 2024

Trachtenberg, Steven, Eric

INVESTMENT ADVISOR REPRESENTATIVE, MEMBER

04/2021

Oct 21, 2021

Dec 6, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KEITH SINGER

n/a

yes

n/a

KEITH SINGER

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Aventura

United States

Tampa

United States

WESLEY CHAPEL

United States

Plantation

United States

WEST PALM BEACH

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 11, 2026

$782M

n/a

2024

Mar 26, 2025

$571M

n/a

2023

Jan 24, 2024

$425M

n/a

2022

Feb 12, 2023

$299M

n/a

2021

Feb 11, 2022

$298M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

4.3%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$911M

$571M

59.4%

$299M

44.9%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

SINGER WEALTH ADVISORS INC.

Mar 1, 2022

Dec 22, 2025

BOCA RATON, FL

Firm absorbed

RIA to RIA

83.3%